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Financial Advisor - HNW & UHNW Clients
Burton Recruitment LimitedLancashire, England, United Kingdom2 days ago
Job type
- Full-time
Job descriptionHighly competitive salary and benefits package Hybrid working options Opportunities for professional and personal development and career advancement within a supportive environment
Financial Advisor - HNW & UHNW Clients
Our client, an established and forward-thinking financial planning firm is looking to expand its team with the addition of an experienced Chartered Financial Planner, able to deliver high-quality, holistic advice and bespoke solutions to a diverse client base including HNW & UHNW clients
Key Responsibilities include :
- Client-Centric Financial Advice : Provide expert advice on pensions, investments, and general financial planning, tailoring strategies to individual client needs and goals.
- Portfolio Management : Develop, implement, and monitor tailored financial plans and investment strategies to achieve optimal outcomes for clients.
- Client Relationship Development : Build and maintain strong client relationships, offering ongoing guidance and adapting plans in response to changing circumstances.
- Business Development : Identify opportunities to expand the client base through referrals, networking, and professional connections
In return they offer
This is an exceptional opportunity for an experienced Financial Planner to advance their career, working within a collaborative and client-focused firm that values integrity, professionalism, and excellence in service delivery